Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise
beta
Latest Financials
Filings:
By Category
By Date
Search Filings
Institutional Holders
beta
Earnings Transcripts
beta
Global Search
Company Exhibits:
Indentures
Material Contracts & Credit Agreements
Plans of Reorganization
Articles and Bylaws
Underwriting Agreements
SEC Edgar
Holistic Financial Partners
Notes
Support
about
terms
Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
beta
Latest Financials
Filings:
Category
Date
Search Filings
Institutional Holders
beta
Earnings Transcripts
beta
Global Search
SEC Edgar
Holistic Financial Partners
Notes
Support
about
terms
Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
beta
Latest Financials
Filings:
Category
Date
Search Filings
Institutional Holders
beta
Earnings Transcripts
beta
Global Search
SEC Edgar
Holistic Financial Partners
Notes
Support
about
terms
Holistic Financial Partners
CIK:
0001729304
|
SEC Filings
PROXIES
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
2026-08-06
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
2025-08-12
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
2024-08-06
OWNERSHIP
13F-HR
none
2026-07-23
13F-HR
none
2026-05-05
13F-HR
none
2026-01-07
13F-HR
none
2025-11-07
13F-HR
none
2025-08-05
13F-HR
none
2025-05-06
13F-HR
none
2025-02-04
13F-HR
none
2024-11-07
13F-HR
none
2024-07-30
13F-HR
none
2024-05-08
13F-HR/A
none
2024-02-14
13F-HR
none
2024-02-12
13F-HR
none
2023-11-08
13F-HR
none
2023-08-09
13F-HR
none
2023-05-04
13F-HR
none
2023-02-07
13F-HR
none
2022-11-09
13F-HR
none
2022-08-02
13F-HR
none
2022-05-13
13F-HR
none
2022-02-11